User-Defined Info Subtask

Use this subtask to enter, edit, and view values for user-defined fields for a customer.

You set up these fields on the Manage Customer User-Defined Labels screen. If you use user-defined information for customers, use this subtask to enter that information when you add a new customer or when you need to change that information for an existing customer.

For a prospective customer, some fields on this subtask are editable. For a customer, all fields are read-only.

Note: This subtask is available only on the General and Notes tabs.

Contents

Field	Description
Data Type	This field displays the data type created on the Manage Customer User-Defined Labels screen. The possible values are: T: Text N: Numeric D: Date
Labels	This field displays the labels created on the Manage Customer User-Defined Labels screen.
Text Value	If the data type in this row is T (text), enter the text for the user-defined label. Text is required only if the Required column in this row is set to Y.
Numeric Value	If the data type for this row is N (numeric), enter a numeric value for the user-defined label. A value is required only if the Required column in this row is set to Y.
Date Value	If the data type in this row is D (date), enter the date for the user-defined label. A date is required only if the Required column in this row is set to Y.
Costpoint Validation Field	This field displays the Costpoint field that is the source for acceptable entries. The value in this field is established on the Manage Customer User-Defined Labels screen.
Validated Text	This field displays Y (Yes) if special text items for this field are created on the Validated Text subtask of the Manage Customer User-Defined Labels screen. These items are available when you click . An N (No) in this field indicates that special values were not created for this field.
Required	A Y in this field indicates that you must enter a value in either the Text Value, Numeric Value, or Date Value field in this table before you can save the screen. An N in this field indicates that you are not required to enter a value before you can save the screen.
Autoload	Click this button to load user-defined label information.